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Separately, Nvidia is discussing an investment in AI startup Perplexity as part of a funding round that would value the firm at over $30 billion, The Information reported Sunday. 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Digital Stock And 2 AI Infrastructure Picks For Data Center Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2662258208","media":"Simply Wall St.","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662258208?lang=en_us&edition=fundamental","pubTime":"2026-08-25 00:25","pubTimestamp":1787588749,"startTime":"0","endTime":"0","summary":"With US composite PMI now at its strongest level since April 2022, the services side of the economy is doing the heavy lifting again. That demands more data, more processing power and more reliable infrastructure underneath it all. For investors, AI infrastructure stocks offer exposure to that physical backbone where demand ties directly to usage. This article walks through 3 AI Infrastructure Stocks screener picks that may merit a closer look.\nThe 3 stocks in this article are just a starting...","market":"us","thumbnail":"https://images.simplywall.st/asset/company-cover/314057-main-header/1585186861517","type":0,"news_type":0,"thumbnails":["https://images.simplywall.st/asset/company-cover/314057-main-header/1585186861517"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/tech/nasdaq-wdc/western-digital/news/western-digital-stock-and-2-ai-infrastructure-picks-for-data","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://simplywall.st/stocks/us/tech/nasdaq-wdc/western-digital/news/western-digital-stock-and-2-ai-infrastructure-picks-for-data","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"simplywall_highlight","symbols":["LU0348723411.USD","COWG","LU0240878834.USD","IE0001KFT4U8.USD","LU2764263203.CNY","CNEQ","LU1721427968.SGD","IE00B19Z9P08.USD","LU0289739343.SGD","LU0444973449.USD","LU0006061336.USD","LU2506951792.HKD","LU0823414478.USD","LITC","LITX","LU0957808578.USD","BK4585","LU0205193047.USD","LU1823568750.SGD","LU2264538146.SGD","LU1035773651.USD","VRC","LU2433249047.HKD","LU0353189763.USD","LU2764263039.SGD","LU2249611893.SGD","LU1815336760.USD","IE00BN0W2V16.EUR","QQQG","LU0012050646.USD","LU1861215975.USD","LU2360107168.USD","LAZR","LU1642822529.SGD","LU1861220033.SGD","EGGY","LU2125909593.SGD","LU1165135440.EUR","LU2294711713.HKD","LUMA","LITE","LU1046421795.USD","LITG","LU2125909247.SGD","LU1069347547.HKD","IE00BMPRXN33.USD","LU1923622614.USD","LU1093756325.SGD","LU2087625088.SGD","LU0106261612.USD","BK4588","FCUS","LU2413665964.HKD","LU2125909759.SGD","LU0353189680.USD","LU2065731478.USD","IE00BN0W2W23.USD","LU0444971666.USD","CNAV","LU1543694498.USD","LU0162691827.USD","LU0476273544.USD","LITU","WDC","LU0072461881.USD","GB00BDT5M118.USD","IE00B894F039.SGD","BK4543","LU2290526834.HKD","LU1235294995.USD","LU1988902786.USD","VRT","LU0511384066.AUD","IE00BN0W2T93.GBP","LU0154236417.USD","VRTL","LU1093756168.USD","CGGO","IE00B19Z9Z06.USD","LU2764262908.HKD","BK4096","LU0823414551.USD","PTF","LU2543165471.USD","IE00BMPRXR70.SGD","FOTO","LU0240877869.USD","BK4512","LU0205194284.USD","IE00BZ9MQY76.HKD","LU2125909916.SGD","LU1064131342.USD","BK4020","LU2357125470.USD","LITZ","EPAI","LU1923622291.USD","WDCX","LU1620156130.USD","LU1620156213.USD","FDTX","BK4170","LU2413666004.HKD","IE00BMPRXQ63.HKD","LU0081259029.USD","LU1596574779.USD","LU2720916845.USD","WDCC","LU0289961442.SGD","LU2048586759.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662551208","title":"Nvidia Vera CPU Adopted by SpaceX AI, Extending AI Compute from Earth to Space","url":"https://stock-news.laohu8.com/highlight/detail?id=2662551208","media":"TradingKey","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662551208?lang=en_us&edition=fundamental","pubTime":"2026-08-25 00:23","pubTimestamp":1787588625,"startTime":"0","endTime":"0","summary":"Nvidia (NVDA) announced on Monday that SpaceX's (SPCX) artificial intelligence division, SpaceXAI, will deploy Nvidia Vera CPUs to develop and run next-generation agentic AI applications. The chips will be utilized across multiple projects, including the Grok chatbot, helping manage tasks among tool calling, code execution, data analysis, and model inference to reduce response times for AI 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China in Focus Ahead of Nvidia's 2Q Print","url":"https://stock-news.laohu8.com/highlight/detail?id=2662270162","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662270162?lang=en_us&edition=fundamental","pubTime":"2026-08-25 00:17","pubTimestamp":1787588220,"startTime":"0","endTime":"0","summary":"1217 ET - Nvidia's 2Q results are likely to beat Wall Street estimates, but that alone isn't expected to serve as a positive catalyst for the stock, JPMorgan analysts write in a note. Instead, they write, traders will be listening for a range of substantial updates: Nvidia's GPU shipments to China, the strategy behind the company's infrastructure funding agreements, the state of memory supply, and competitive pressures from other compute platforms. The threat of competition from AMD, Cerebras, and makers of custom chips \"has been an ongoing narrative headwind for NVDA, and one that we think will be challenging to dispel entirely given the significant program ramps planned for the next few years,\" they 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Digital Corp Stock (WDC) Moved Down by 5.55% on Aug 24: Key Drivers Unveiled","url":"https://stock-news.laohu8.com/highlight/detail?id=2662208555","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2662208555?lang=en_us&edition=fundamental","pubTime":"2026-08-25 00:15","pubTimestamp":1787588122,"startTime":"0","endTime":"0","summary":"• Western Digital faced profit-taking despite beating earnings estimates and forward guidance.\n• Brokerage downgrades and elevated valuation multiples amplified the session decline.\n• Technical support breaches and macroeconomic uncertainties triggered algorithmic selling 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